Download templates

This page contains downloadable XL-Connector Templates.

You can open in any Excel with XL-Connector add-in installed, and use for the specific tasks. You’ll need either XL-Connector Enterprise Admin or XL-Connector Team Player edition of the software to be able to run a template.

To use a template:

Log in to Salesforce.com from XL-Connector
Open the corresponding template file (downloaded from here)
Fill in the data you want to load
Click on Run Flow

AccountingSeed – Post/Unpost Amortization Entries

Reassign Accounts and All Child Records

Create Opportunities and Opportunity Products

Create Accounts and Contacts

AccountingSeed – Journal Entry

Create Accounts and Opportunities